Client-Centric Financial Solutions Advisor

Bank of America; Rogers (AR); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America is seeking professionals to provide comprehensive financial guidance and customized solutions. You will review goals, propose brokerage and banking products, and refer to internal partners to meet client needs while managing risk and regulatory requirements.

The role emphasizes developing client relationships, meeting regulatory licenses, and contributing to a high‑performing financial center with a focus on service and growth.

Qualifications

• Requires licenses to be obtained; ongoing training is expected.
• Self-discipline in time and capacity management.
• Experience in cultivating client relationships and needs assessment.

Responsibilities

• Plan clients' short and long-term financial goals using brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers based on assets.
• Mitigate and manage risk as part of daily activities.
• Identify potential new clients through referrals or existing center clientele.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

Bachelor's degree or higher

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking professionals to provide comprehensive financial guidance and customized solutions. You will review goals, propose brokerage and banking products, and refer to internal partners to meet client needs while managing risk and regulatory requirements.

The role emphasizes developing client relationships, meeting regulatory licenses, and contributing to a high‑performing financial center with a focus on service and growth.